See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,716 | $180,749-74.2% | $160,784-70.9% | $137,256-66.0% |
| Participation rate | 90.0% | 80.0%+10.0pp | 77.0%+13.0pp | 80.0%+10.0pp |
| Annual return | 14.68% | 2234.46%-2219.8pp | 1803.92%-1789.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,666 | $4,155-59.9% | $3,733-55.4% | $4,156-59.9% |
| Participant deferral / active EE | $1,577 | $6,844-77.0% | $6,293-74.9% | $6,407-75.4% |
| Admin fee / account holder | $1,718 | $10,397-83.5% | $9,717-82.3% | $12,270-86.0% |